Gift Planning

Welcome! We are pleased that you are interested in learning about the many benefits of charitable gift planning. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of the Arts and Education Council Gift Planning Team will be very pleased to help you.
Donor Story - Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
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Personal Planner - 'Wait A While' Trust
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the...
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Washington News - Healthcare Premium Tax Credit Reporting
Healthcare Premium Tax Credit Reporting
Under the Affordable Care Act (ACA), over 4.6 million taxpayers received a premium tax credit (PTC) in 2014 and 2015. In FS-2016-5 the IRS explained various healthcare tax credit requirements. The premium tax credit is...
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